planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Job Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust... Officer is responsible for... families. Key responsibilities include: - Overseeing the administration and business development of complex investment management and trust accounts. - Collaborating with team... members to ensure trust product awareness and e......
Job Title: Senior Trust Officer Job Responsibilities: The Senior Trust... Officer is responsible for... the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may involve Relationship Management duties and requires product specialty knowledge and expertise, such...
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... will include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memoranda involving...
Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and... authority on sophisticated trust, estate, and income tax questions... and issues. - Identify unstated needs from clients to offer additional company services where relevant. - Present expertise and offerings to large and small...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: - The Senior Tax Manager provides tax and consulting services to business clients with pass-through entities and to their business owners. - Performs tax planning, preparation, and research for pass-through entities such as S-corps,...
of two years of ultra-high net worth individual and/or trust and estate tax experience in an... accounting firm and/or law firm. A Bachelor's degree, ., . in taxation and/or Master's in Taxation (MST) from an accredited college/university is also require...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex analysis...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice opinions and invite input from all, including quieter...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients...
families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift...
Title: Sr Manager, Private Wealth Tax Job Responsibilities The Sr Manager, Private Wealth Tax at the company is a critical role within the High Net Worth Tax practice, which is part of one of the fastest-growing CPA advisory firms in the nation....
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. This role involves preparing and leading client meetings on compliance and consulting projects, focusing on tax planning opportunities and the tax implications...
family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal es...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers....
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and... authority on sophisticated trust, estate, and income tax questions... and issues. - Uncover unstated needs from clients to offer additional services where relevant. - Present to large and small groups to share expertise...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. This includes tax research, tax planning, and the preparation of supporting digital work papers for...
Title: Tax Principal - Private Client Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. This includes mentoring the team to understand and assist clients by developing a deep understanding of their...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: The Tax Manager in the State and Local Tax (SALT) practice at the company will have a variety of responsibilities aimed at assisting high-profile clients with their tax...